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In using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant page. Helpful To Know U his form isn t right for all transfers. Call Fidelity if you are: se one form for each account you re transferring out of. T - converting an IRA to a Roth IRA ransfers can create legal issues (especially around T - rolling over from a 401(k), 403(b) or other workplace plan beneficiaries and form of ownership) as well as tax issues.

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Once Fidelity receives your paperwork and determines it is in good order, most transfers take 3 - 5 weeks to complete. If you transfer your assets in full, the transaction may be automated and the process may take less time to complete.

You submit your transfer request to Fidelity. Fidelity contacts your current firm, requesting the account assets. After processing the request, your current firm sends the account assets to Fidelity. We deposit your assets into your selected account.

You can do a balance transfer with the Fidelity® Credit Card by signing in to your online banking account, or by calling (888) 551-5144.

Zero expense ratio index funds FidelitySchwabAccount transfer out$0Full: $50 Partial: $25Minimum initial investment$0$0IRA closeout fee$0$0Reorganization fee$0$399 more rows

Ways to Move Your Money Move money into or out of your Fidelity account with ease, and in most cases, no cost.

Go to Fidelity.com/TransferMoneyShares or call 1-800-544-6666. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account.

Fidelity doesn't charge a fee for sending or receiving EFTs, but the receiving bank may charge a fee. Fidelity also doesn't charge fees to process wire transfers to a bank or other recipient.

$0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232